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SUNDIAL WEALTH LLC
CRD 321900 · SEC 801-135014
3200 NORTH FEDERAL HIGHWAY, SUITE 228, BOCA RATON, FL, 33431, United States
Phone
561-302-4371
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.8M
Discretionary AUM
$125.8M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $547K |
| High net worth individuals | 51 | $125.2M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD